Guardian Financial Partners, LLC Top Holdings and 13F Report (2025) About Guardian Financial Partners, LLCInvestment ActivityGuardian Financial Partners, LLC has $168.32 million in total holdings as of December 31, 2024.Guardian Financial Partners, LLC owns shares of 49 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 23.90% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Guardian Financial Partners, LLC has purchased 44 new stocks and bought additional shares in 39 stocks.Guardian Financial Partners, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $20,600,263Panagram BBB-B CLO ETF $19,003,326Schwab International Equity ETF $13,526,819ALPS ETF TR $10,271,062Schwab US Large-Cap ETF $7,624,193 Largest New Holdings this Quarter Tesla $663,913 HoldingBroadcom $340,131 HoldingMeta Platforms $333,783 HoldingSchwab 5-10 Year Corporate Bond ETF $230,948 HoldingAlphabet $200,532 Holding Largest Purchases this Quarter Schwab International Equity ETF 386,943 shares (about $7.16M)Schwab US Large-Cap ETF 229,295 shares (about $5.32M)Schwab US Dividend Equity ETF 173,739 shares (about $4.75M)Schwab Fundamental U.S. Large Company Index ETF 167,319 shares (about $3.96M)Schwab U.S. Large-Cap Growth ETF 122,458 shares (about $3.41M) Largest Sales this Quarter Vanguard S&P 500 ETF 840 shares (about $452.60K)Costco Wholesale 488 shares (about $447.03K)Eli Lilly and Company 379 shares (about $292.78K)Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 1,370 shares (about $61.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$20,600,263$452,599 ▼-2.1%38,23312.2%ETFCLOZPanagram BBB-B CLO ETF$19,003,326$1,010,436 ▲5.6%705,13311.3%ETFSCHFSchwab International Equity ETF$13,526,819$7,158,449 ▲112.4%731,1798.0%ETFALPS ETF TR$10,271,062$399,822 ▲4.1%402,4716.1%SMITH CORE PLUSSCHXSchwab US Large-Cap ETF$7,624,193$5,315,051 ▲230.2%328,9134.5%ETFSCHDSchwab US Dividend Equity ETF$6,880,545$4,746,552 ▲222.4%251,8504.1%ETFVYMVanguard High Dividend Yield ETF$6,791,161$421,050 ▲6.6%53,2264.0%ETFJAAAJanus Henderson AAA CLO ETF$6,652,014$120,588 ▲1.8%131,1784.0%ETFVYMIVanguard International High Dividend Yield ETF$6,583,104$549,220 ▲9.1%96,9813.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$5,606,376$3,962,110 ▲241.0%236,7563.3%ETFSCHESchwab Emerging Markets Equity ETF$5,212,975$199,192 ▲4.0%195,7563.1%ETFFNDFSchwab Fundamental International Large Company Index ETF$5,115,434$439,468 ▲9.4%154,0333.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,749,750$2,888,485 ▲155.2%209,2402.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,363,776$3,412,907 ▲358.9%156,5762.6%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$4,345,487$2,875,476 ▲195.6%186,8222.6%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$4,230,118$61,527 ▼-1.4%94,1912.5%ETFAAPLApple$3,636,124$259,687 ▲7.7%14,5202.2%Computer and TechnologyBRK.BBerkshire Hathaway$3,215,115$121,479 ▲3.9%7,0931.9%FinanceSPYINEOS S&P 500 High Income ETF$2,330,768$179,192 ▲8.3%45,8631.4%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$2,316,718$163,810 ▲7.6%60,3471.4%ETFJEPIJPMorgan Equity Premium Income ETF$2,278,282$184,439 ▲8.8%39,6021.4%ETFSCHHSchwab U.S. REIT ETF$1,954,287$302,148 ▲18.3%92,7961.2%ETFSCHASchwab US Small-Cap ETF$1,917,913$1,077,667 ▲128.3%74,1651.1%ETFMSFTMicrosoft$1,557,347$144,987 ▲10.3%3,6950.9%Computer and TechnologyBONDBLOXX ETF TRUST$1,518,646$175,935 ▲13.1%30,1510.9%IR M TAXAWARECOSTCostco Wholesale$1,498,664$447,034 ▼-23.0%1,6360.9%Retail/WholesaleMRVLMarvell Technology$1,468,804$3,534 ▲0.2%13,2980.9%Computer and TechnologyNVDANVIDIA$1,343,842$257,971 ▲23.8%10,0070.8%Computer and TechnologyHDHome Depot$1,159,828$26,059 ▲2.3%2,9820.7%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$1,033,063$677,962 ▲190.9%42,9370.6%ETFEIXEdison International$1,003,686$54,771 ▲5.8%12,5710.6%UtilitiesSCHCSchwab International Small-Cap Equity ETF$947,536$162,277 ▲20.7%27,6010.6%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$786,548$441,700 ▲128.1%26,4830.5%ETFISRGIntuitive Surgical$765,193$13,571 ▲1.8%1,4660.5%MedicalAMZNAmazon.com$680,548$84,904 ▲14.3%3,1020.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Large Company Index ETF$667,788$94,323 ▲16.4%22,9880.4%ETFTSLATesla$663,913$663,913 ▲New Holding1,6440.4%Auto/Tires/TrucksPGProcter & Gamble$543,055$33,029 ▲6.5%3,2390.3%Consumer StaplesRYRoyal Bank of Canada$483,0040.0%4,0080.3%FinanceFNDCSchwab Fundamental International Small Cap Company Index ETF$380,046$43,836 ▲13.0%11,1320.2%ETFSCHPSchwab U.S. TIPS ETF$365,587$252,868 ▲224.3%14,1540.2%ETFAVGOBroadcom$340,131$340,131 ▲New Holding1,4670.2%Computer and TechnologyMETAMeta Platforms$333,783$333,783 ▲New Holding5700.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$326,580$2,028 ▲0.6%1,1270.2%ETFJPMJPMorgan Chase & Co.$287,905$27,088 ▲10.4%1,2010.2%FinanceLLYEli Lilly and Company$276,555$292,778 ▼-51.4%3580.2%MedicalSCHBSchwab US Broad Market ETF$253,831$171,022 ▲206.5%11,1820.2%ETFSCHISchwab 5-10 Year Corporate Bond ETF$230,948$230,948 ▲New Holding10,4640.1%ETFGOOGLAlphabet$200,532$200,532 ▲New Holding1,0590.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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